Transfer order overview

<< Prev   Next >>

A transfer order is a document that you issue to request inventory transfer from one storage location to another. Transfer orders help you accurately plan inventory transfers. This ensures the right product quantity is available in the right storage location.

A transfer order can be a part of the Quote-to-cash process. For example, issue a transfer order if a customer requires that you ship their sales order from a certain warehouse.

Transfer orders can also arise from your production orders or work orders. In this case, you can generate transfer orders based on production orders or work orders. For example, generate a transfer order to transfer materials to a worksite. A generated transfer order includes prefilled details and a link to the source document. This saves your time on data input and ensures traceability from the work order to the transfer order.

In 1C:Drive, a transfer order supports the following operation types:

• Transfer. Planned inventory movement from one storage location to another.
• Charge to expenses. Expense allocation to a certain department.

Transfer order workflow can vary depending on your business needs. To learn more, see Transfer order workflow.

1C:Drive stores all transfer orders in the Transfer orders list. To open it:

1. Go to Warehouse.
2. Under Warehouse, click Transfer orders.

In this list, you can:

• View transfer orders.
• Monitor transfer order status.
• Create transfer orders.
• Change transfer order statuses.
• Print transfer orders

For transfer order analysis, run the Transfer orders analysis or Inventory flow calendar report.

<< Prev   Next >>